Abel Hall LLC’s C3.ai AI Stock Holding History

Abel Hall LLC’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-12,543	Closed	-$114K	–	898
2026 Q2	$114K	Buy	+12,543	New	+$119K	0.02%	816
2026 Q1	–	Sell	-10,061	Closed	-$136K	–	819
2025 Q4	$136K	Buy	+10,061	New	+$160K	0.03%	587

Other funds holding AI

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Abel Hall LLC's AI Position: Q3 2026 in Review

Abel Hall LLC sold out of C3.ai (AI) in Q3 2026, closing a stake of 12,543 shares — an estimated $114K sold.

Abel Hall LLC first reported a position in AI in Q4 2025 and held it in 2 quarters. The position peaked at $136K in Q4 2025. 73 funds tracked by Wall St. Rank hold AI as of Q3 2026.

Abel Hall LLC reported no remaining C3.ai position as of Q3 2026 after selling out during the quarter.
Abel Hall LLC sold 12,543 C3.ai shares in Q3 2026, an estimated $114K.
Abel Hall LLC first reported a position in C3.ai in Q4 2025 and held it in 2 quarters.
Abel Hall LLC's C3.ai position peaked at $136K in Q4 2025.
73 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.